Duncan Family Farms, LLC 401(K) Plan And Trust — Form 5500 plan (Duncan Family Farms, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Duncan Family Farms, LLC 401(K) Plan And Trust is a benefit plan reported by Duncan Family Farms, LLC under EIN 26-0509802 and plan number 001. The latest loaded filing year is 2023. The filing reports 416 participants and $8,030,520 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Duncan Family Farms, LLC
EIN
26-0509802
Plan number
001
Plan type
2
Location
Goodear, AZ
Latest filing year
2023
Participants
416
End-of-year plan assets
$8,030,520

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023416H, C20241015175025NAL0029301937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,030,520
Total liabilities (EOY)
$0
Net assets (EOY)
$8,030,520
Net assets (BOY)
$7,004,514

Income & contributions

Employer contributions
$305,615
Participant contributions
$716,865
Total contributions
$1,022,480
Total income / additions
$2,162,909

Expenses & distributions

Benefits paid
$1,080,207
Administrative expenses
$30,643
Total expenses
$1,136,903
Net increase / (decrease)
$1,026,006

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rockefeller Financial LLCINVESTMENT/FINANCIAL ADVI$24,442$02023
Adp, Inc.RECORD KEEPER$6,201$02023

Related Form 5500 pages